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Compare Mutual Funds
Comparing UTI Long Term Equity Fund vs Quant Tax PlanComparing 2/4 funds
- Add Fund
- Add Fund
- VRO Rating
- Category,
Sub-category - elss, equity
- elss, equity
- ET Money Rank in sub-category
- 9 out of 26
- 1 out of 26
- Consistency
- Fund Age
- 9 yrs 8 m
- 9 yrs 8 m
- Fund Size
- ₹2,997 Crs
- ₹1,787 Crs
- 3 months
- 18.43%
- 20.84%
- 6 months
- 7.59%
- 17.86%
- 1 year
- 2.77%
- 19.35%
- 3 year
- 22.45%
- 44.22%
- 5 year
- 13.35%
- 23.64%
- Standard Deviation
- 21.93
- 24.6
- Sharpe
- 0.87
- 1.45
- Beta
- 0.96
- 0.97
- Sortino
- 0.89
- 1.73
- Alpha
- 1.33
- 17.59
- Top 3 sectors
- Financial (28.48%)
- Automobile (9.73%)
- Services (9.21%)
- Services (22.27%)
- Consumer Staples (13.89%)
- Materials (10.32%)
- Top 5 holdings
- ICICI Bank Ltd. (8.43%)
- HDFC Bank Ltd. (7.54%)
- Infosys Ltd. (6.14%)
- Axis Bank Ltd. (3.84%)
- Bharti Airtel Ltd. (3.58%)
- Ambuja Cements Ltd. (8.2%)
- State Bank of India (7.21%)
- ITC Ltd. (6.87%)
- Larsen & Toubro Ltd. (6.26%)
- Adani Ports and Special Economic Zone Ltd. (6.25%)
- P/E Ratio
- 27.19
- 22.54
- P/B Ratio
- 4.22
- 2.71
- Equity%
- 98.32%
- 96.12%
- Debt%
- 0.16%
- 0%
- Turnover Ratio
- 28
- NA
- Yield To Maturity
- NA
- NA
- Modified Duration
- NA
- NA
- Avg. Maturity
- NA
- NA
- Avg. Credit Quality
- NA
- NA
- Expense Ratio
- 1.06%
- 0.57%
- Exit Load
- 0%
- 0%
- Lock-in
- 3 Years
- 3 Years
- Benchmark Index
- Nifty 500 TRI
- Nifty 500 TRI
- Min. Investment
- SIP ₹500 & Lumpsum ₹500
- SIP ₹500 & Lumpsum ₹500
- Investment Horizon
- Good for Medium Term
- Good for Medium Term
- Managed By
- Vishal Chopda
- Ankit A Pande
- Vasav Sahgal
